The members of ClearEdge have successfully upgraded numerous investment management systems for firms large and small. Upgrades are a specialty of ours due to our unconventional approach.

We approach an upgrade of an existing system fundamentally different than an initial implementation. We determine all core workflows of the existing processes and work with you to determine which process changes or new functionality would be practical and advantageous to include during the upgrade. A complete ‘Best Practice’ review is always a core and essential part of every upgrade.

Our upgrade methodology focuses on proper planning, early end user buy-in, core workflow identification and risk mitigation, thorough unit and use case testing as well as centralized communication and issue resolution. This methodology was developed over a period of multiple years by discerning weak points in standard implementation methodology and focusing on putting the right amount of project management effort at the right place and time.

Our consultants have successfully used this methodology dozens of times to complete full functionality upgrades on time and on budget.

The consultants of ClearEdge have a long list of successful on time and on budget upgrades. Let ClearEdge help you focus on getting the right methodology and resources in place to achieve your company’s goals.

Order Management

  1. Charles River Development
  2. MacGregor
  3. Latent Zero
  4. LineData
  5. Advent Moxy

Electronic Execution

  1. TradeWeb
  2. Liquidnet
  3. Lava
  4. Pipeline
  5. MarketAxess
  6. FXConnect

Interface Integration

  1. Axys, APX
  2. Portia
  3. Princeton Financial
  4. VPM
  5. CITCO
  6. IFS
  7. Bloomberg


... and more...